David Wernli, CEP®
David Wernli, CEP®
David understands how important perspective is for people preparing to retire. A veteran financial planner and former planner for Dean Witter, David left the corporate world to focus his skills and make a bigger impact in the lives of others.
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Andrew Tipton CFP®
Andrew Tipton CFP®
Andrew learned the value of hometown service growing up in El Dorado, and embodies that understanding through the service he provides clients.
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J. Chris Sexton
J. Chris Sexton
I was once asked to describe my life in 5 words or less so with limited time I came up with Authentic, Transparent, Enthusiastic, Resourceful, and Loyal. As an established advisor those characteristics have guided …
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